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Jake Coss

Equitable Advisors, LLC

Oak Brook, IL

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-08
  • IL RA
    APPROVED
    Since 2026-04-08

Branch Locations

1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Lakewood IL 01/2016 06/2019
Urban Air Adventure Park Crystal Lake IL 06/2019 08/2021
Hy-Vee Davenport IA 02/2024 06/2024
Battaglia Industries Elgin IL 06/2024 08/2024
Augustana College Rock Island IL 08/2021 05/2025
Northwestern Mutual Bettendorf IA 01/2025 05/2025
Crystal Lake Country Club Crystal Lake IL 06/2023 Present
Equitable Advisors, Llc New York NY 04/2026 Present
  • 01/2016 → 06/2019
    Unemployed
    Lakewood, IL
  • 06/2019 → 08/2021
    Urban Air Adventure Park
    Crystal Lake, IL
  • 02/2024 → 06/2024
    Hy-Vee
    Davenport, IA
  • 06/2024 → 08/2024
    Battaglia Industries
    Elgin, IL
  • 08/2021 → 05/2025
    Augustana College
    Rock Island, IL
  • 01/2025 → 05/2025
    Northwestern Mutual
    Bettendorf, IA
  • 06/2023 → Present
    Crystal Lake Country Club
    Crystal Lake, IL
  • 04/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Crystal Lake Country Club, 721 Country Club Road, Crystal Lake, IL 60014. Busser/Bartender, serving drinks, maintain clean work environment. 60 hrs/month, start 06.2023, not investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-14
  • S66 Uniform Combined State Law Examination
    2026-01-14

View on SEC IAPD

Other Firms

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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

More in Oak Brook, IL

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